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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,014 | $82,678+22.2% | $125,391-19.4% | $68,490+47.5% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -14.14% | -5.97%-8.2pp | 572.41%-586.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $2,340 | $3,382-30.8% | $4,816-51.4% | $2,597-9.9% |
| Participant deferral / active EE | $5,854 | $6,111-4.2% | $7,448-21.4% | $4,028+45.3% |
| Admin fee / account holder | $2,198 | $6,277-65.0% | $10,009-78.0% | $5,403-59.3% |